Financial Advocates Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,124
| Closed | -$368K | – | 759 |
|
|
2025
Q1 | $368K | Sell |
5,124
-1,174
| -19% | -$84.3K | 0.03% | 501 |
|
|
2024
Q4 | $442K | Buy |
6,298
+46
| +0.7% | +$3.23K | 0.03% | 490 |
|
|
2024
Q3 | $353K | Sell |
6,252
-95
| -1% | -$5.37K | 0.02% | 556 |
|
|
2024
Q2 | $377K | Buy |
6,347
+408
| +7% | +$24.2K | 0.02% | 512 |
|
|
2024
Q1 | $344K | Sell |
5,939
-536
| -8% | -$31.1K | 0.02% | 541 |
|
|
2023
Q4 | $319K | Buy |
6,475
+1,297
| +25% | +$63.8K | 0.02% | 538 |
|
|
2023
Q3 | $212K | Sell |
5,178
-252
| -5% | -$10.3K | 0.02% | 637 |
|
|
2023
Q2 | $232K | Sell |
5,430
-161
| -3% | -$6.87K | 0.02% | 598 |
|
|
2023
Q1 | $209K | Buy |
5,591
+93
| +2% | +$3.48K | 0.02% | 668 |
|
|
2022
Q4 | $227K | Sell |
5,498
-478
| -8% | -$19.7K | 0.02% | 635 |
|
|
2022
Q3 | $275K | Buy |
5,976
+156
| +3% | +$7.18K | 0.02% | 571 |
|
|
2022
Q2 | $228K | Sell |
5,820
-34,002
| -85% | -$1.33M | 0.02% | 579 |
|
|
2022
Q1 | $1.93M | Buy |
39,822
+28,555
| +253% | +$1.38M | 0.13% | 198 |
|
|
2021
Q4 | $541K | Buy |
11,267
+136
| +1% | +$6.53K | 0.03% | 461 |
|
|
2021
Q3 | $517K | Buy |
11,131
+1,923
| +21% | +$89.3K | 0.03% | 466 |
|
|
2021
Q2 | $417K | Sell |
9,208
-929
| -9% | -$42.1K | 0.03% | 510 |
|
|
2021
Q1 | $426K | Sell |
10,137
-643
| -6% | -$27K | 0.03% | 506 |
|
|
2020
Q4 | $325K | Buy |
10,780
+1,749
| +19% | +$52.7K | 0.02% | 543 |
|
|
2020
Q3 | $213K | Sell |
9,031
-9,367
| -51% | -$221K | 0.02% | 558 |
|
|
2020
Q2 | $471K | Buy |
18,398
+6,605
| +56% | +$169K | 0.04% | 357 |
|
|
2020
Q1 | $338K | Sell |
11,793
-732
| -6% | -$21K | 0.05% | 331 |
|
|
2019
Q4 | $674K | Sell |
12,525
-502
| -4% | -$27K | 0.07% | 263 |
|
|
2019
Q3 | $657K | Sell |
13,027
-1,210
| -8% | -$61K | 0.08% | 246 |
|
|
2019
Q2 | $674K | Sell |
14,237
-5,803
| -29% | -$275K | 0.08% | 226 |
|
|
2019
Q1 | $969K | Sell |
20,040
-1,841
| -8% | -$89K | 0.12% | 184 |
|
|
2018
Q4 | $1.01M | Sell |
21,881
-11,434
| -34% | -$527K | 0.14% | 167 |
|
|
2018
Q3 | $1.75M | Sell |
33,315
-1,442
| -4% | -$75.8K | 0.2% | 122 |
|
|
2018
Q2 | $1.96M | Buy |
34,757
+1,740
| +5% | +$97.9K | 0.24% | 103 |
|
|
2018
Q1 | $1.73M | Buy |
33,017
+1,708
| +5% | +$89.5K | 0.23% | 100 |
|
|
2017
Q4 | $1.9M | Buy |
+31,309
| New | +$1.9M | 0.26% | 89 |
|